roll-up summary fields calculate values from a set of related records, such as those in a related list

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0
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17 views

Rollup Summary filter criteria [on hold]

I have field A for custom object B(Master) and I have field P for custom object Q(Child).B-Q is a master child relationship.I need to create rollup summary field X if value of field A is equal to ...
1
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0answers
24 views

Roll-Up Summary field is not calculating

We have a roll-up summary field on the opportunity to Summarize opportunity line items list price after the discount and it's not calculating automatically until unless we edit and save all line items(...
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3answers
27 views

how to to rollup the field for custom object? [closed]

i am having 1 custom object capital adjustment with a field name tax. i want to roll up this tax value to another custom object contact(i cant able to look up with the capital adjustment). please ...
9
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2answers
116 views
+150

Limitations for Lookup Summary techniques?

I have an existing trigger that updates parent/grandparent/great-grandparent records with several totals when a child object is updated. The object relationship looks like this: Site Grade ...
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1answer
45 views

Can I get roll-up summary field without a master-detail relationship

We are trying to move to the Standard Order Object from a Custom object we used to track Orders (Orders1) - Since Orders1 was a custom object I was able to create a Master-Detail relationship with ...
3
votes
3answers
142 views

Roll-up summary OR workflow

I have a parent-and-child-object scenario. The parent will have a TOTAL field and the child a VALUE field. I want to show a total of all child VALUES on the parent. I can either do that with a Master/...
8
votes
2answers
130 views

A way to disable rollup summary field

Is there any way to disable (perhaps with some API) automatic rollup calculation for a while? I try to perform really big data import into Salesforce, but I get UNABLE_TO_LOCK_ROW error and I think ...
1
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2answers
38 views

Roll-up summary for counting Activites record

Is it possible to count no. of activities records related to Account. I want this value on Account page layout. I have tried using Roll-Up summary but Activity object is not available. I know it ...
0
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1answer
36 views

Validation rule on roll-up calculation

I have a custom object, let's call it "Pallet". It has different children of the object "Box". My requirement is that all boxes on a pallet either all have a weight of < 1 kilogram or all have a ...
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0answers
27 views

code or no code - how do I create a contact summary field that filters out unwated data

I need to create a field that counts number of accounts a contact is associated to. however the object that I'm counting from "Contact Relationships" show not only the account the account is associate ...
1
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1answer
54 views

How to use Rolllup summary field when there are two child objects with one master

Custom object Plan is master on two objects, Class and Plan Product. Both class and plan product has estimated value as fields. I want something like...Plan(master's estimated value)=Class's ...
2
votes
1answer
74 views

Count # of related lookup records with rollup helper

I have a use case where I need to count the number of records with a specific "status" that lookup to the opportunity. I thought rollup helper would be able to handle this, but there is no unquie ID ...
3
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3answers
47 views

Editing or cloning a trigger?

I have an opportunity trigger that rolls up the amounts of all the opportunities that have a lookup relationship to a custom object. All opportunities have a lookup field to our custom object: ...
0
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0answers
17 views

How can I have an Account Field update if the Account has ever been quoted equal to or greater than a set number?

I am looking to have the Account record's field, let's say a checkbox for "High Profile," update if the Account has a Quote Total greater than a set number -- $10k, for instance. Thanks
3
votes
1answer
147 views

Update Trigger on Parent record on Roll-up summary field when child records are inserted or deleted?

I want to build an update trigger on a rollup summary field. Say I have a parent record A, A have 1000 children records linked with a Master-Detail relationship. 1.First Operation: delete 1000 ...
0
votes
1answer
63 views

Roll up from contract to Account using Process Builder

I have a requirement in which I need to roll up (SUM) a field called Score from Contract to Account. Account & Contract object shares lookup. I know very well this can be achieved using trigger ...
0
votes
1answer
46 views

How to get the Sum of Length of Body Documents

How can I get the sum of all the length of select Options document I only want the value of the Selected Documents. docNames = new List<SelectOption>(); for (Document d : [ SELECT Id, ...
2
votes
1answer
46 views

Do roll up summary calculations count against the CPU limit?

Hopefully a straightforward question - if I insert/update/delete records into an object that is a detail of another object, does the server performing the roll up summaries count against the platform ...
1
vote
1answer
39 views

Unable to map the currency field with the Rollup Summary

I am unable to map/link my currency filed with the roll-up summary in my Sandbox and Dev environment. But all the thing is working fine in my test account (created new SF account with my gmail).
0
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1answer
307 views

Field with Count of Records in Related List

My Opportunities have a lookup field (Lookup__c) to specific Accounts. I have a related list of these Opportunities on these Accounts. Now, I need a custom field (Qty_of_Opportunities__c) on my ...
1
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1answer
117 views

filter the rollup summary within the month

how can I filter the rollup summary that will only get the sum of those which date is within the month only. Thanks
0
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1answer
47 views

RollupSummary Child records to the Parent record that are the same object

I have a custom object (Apttus__APTS_Agreement__c) where I want to roll-up child records to it's parent record. Since this is on the same object, it cannot be a rollup summary field and has to be a ...
0
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0answers
30 views

Cannot create rollups

I created a custom object "Franchise agents" in the opportunity I made a lookup "franchise agent". The problem is I need to create a rollup summary in the custom object franchise agent but the rollup ...
1
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3answers
42 views

How to mark an Account based on a product that was sold in an opportunity?

I need to mark a field on account (can be roll-up), based on if an item exists or not in any of it's closed-won opportunities. I want to have that for all historical data as well (I can use a WFR, ...
1
vote
3answers
91 views

What are the different possible ways through which we could achieve Rollup summary fields?

What are the different possible ways through which we could achieve Rollup summary fields? We could have it when we have Master-Detail relationship, what if we don't have one and how else could we ...
0
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1answer
73 views

Opportunities concatenate on Contact

I need a field on my contacts that will have the name of all of the opportunities concatenated. Rollups do not seem to work, because they only do numbers. Formula fields do not work.
0
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0answers
29 views

Custom Objects Reports and Custom Fields

We have a custom object called 'Buildings' we already are using the declaritive tool for rollup fields bc of the M-D relationship issue to Accounts and Opportunities. We are looking to build a ...
0
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1answer
28 views

Create a field base on the lookup field data

Good day everyone, Suppose I have an object "SAMPLE_OBJECT__c" which has a lookup field to "Accounts" object and it also has a another field which is "Value__c". Now what I want to accomplished is ...
3
votes
2answers
276 views

Updating Opportunity Product field when Roll-Up Opportunity field is changed

Can anyone please help with a possible solution? I have a Workflow on the Opportunity Products (Opportunity LineItems) that has one significant issue, which I can't workout how to solve. The ...
2
votes
1answer
560 views

Self Reference From Trigger error - Recursive Trigger

I have two before Triggers, one on my Project object & the other on Opportunities. The Project Trigger takes the value from the Project record's field MPM4_BASE__Deadline__c and copies it into ...
2
votes
1answer
36 views

how to create a salesforce rollup field thats not on a master record in pro edtion

I have a object called key account with all the accounts that belong to this key account connected - the connected accounts have a sales total field which i what to add into a total on the Key account,...
2
votes
3answers
98 views

Rollup Field on Custom object from Standard Object

We currently have a custom object called 'Buildings' then under that we have our Accounts (Standard object) & Opportunities (Standard). We are trying to calculate the total 'Closed MRC' (Monthly ...
1
vote
2answers
166 views

Account with most Won opportunities

I am trying to find the Account with most Opportunities in Closed/Won state. Is there any way to achieve this functionality using configuration, without code?
0
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1answer
142 views

Roll up Summary via trigger for lookup relationship

I am trying to get this trigger to work but it is giving me an error and I am not able to figure out why. The error I am getting is "attempt to de-reference a null object) Why trigger? We have a ...
0
votes
1answer
135 views

LREngine rollup trigger filter by field ischanged (oldMap vs. newMap)

I'm working with AbhinavGupta's LREngine trigger & class to get around summary roll-up field limits, and having some trouble modifying his trigger (I'm learning Apex, but slowly, as coding is ...
1
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0answers
72 views

Is there an option to prevent an Opportunity update on OpportunityLineItem update?

I have triggers on both, Opportunity and OpportunityLineItem (OLI). On a specific update to an Opportunity, there's a big process started at the end of which I need to update all OLIs related to the ...
1
vote
2answers
49 views

Validation Rule criteria

I have two custom objects Event & it's child Event_Attendee. Now I have a Mobile ID field on Event_Attendee based on which I need below validation Rule. OR(AND(Event_Attendee_Count__c > 1 , ...
1
vote
1answer
45 views

SOQL: Differing results when adding a relationship field

I'm experiencing something strange with my SOQL results. Our salesforce has a custom sObject named Deals__c and an intermediary object, contact_deals__c which solves the m2m relationship between ...
3
votes
1answer
57 views

Number of Events in last 3 months

I log events against my accounts, and would like to display a field on which I count the number of closed events in the last 6 months. I tried doing that using a roll up field, but that won't work, as ...
0
votes
1answer
158 views

Trigger for Sum Of Fees of Contacts on Account [closed]

I wish to write a trigger for to sum up Fees (Custom Field) on the Contact object. The sum needs to be displayed on the account object as a Total Fee. For Example - I have an Account A1 that has 3 ...
0
votes
2answers
253 views

Rollup Summary field value does not get changed on the code written

Can any one help me on this ?RollUp Summary field can be multiplied in a visual force page.Based on the condition ,I need the value of the RollUp summary to get multipled (0.01) in wrapper class . "...
0
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0answers
144 views

Currency Conversion Issue

I am working on a OptyLineItem trigger that does a rollup summary on the Opty header of a custom currency field on the OptyLineItem. The default currency is USD and Advanced Multi-currency is enabled....
2
votes
1answer
1k views

What is the diffrence between formula field and Rollup summary in Salesforce?

i have a confusion on whether to go for formula fields or roll up summary fields in some situations. As we can calculate the aggregate values in formula fields also, why/when should we go for Roll up ...
-1
votes
1answer
137 views

How do I delete a Rollup custom objects

I would like to know how to delete a Rollup custom field from Salesforce. These fields use the Rollup helper installed package.
1
vote
1answer
537 views

rollup summary field lookup relationship

I need to create rollup summary type of field on Object A by summing specific field from Object B where Object A is master, Object B is child and there exists a lookup relationship between the two. ...
1
vote
3answers
457 views

1:1 relationship

What is the best way to create 1:1 relationship in Force.com. I have an Object A. What i need to create is another object B, which will be like an extension to this object. Since there are already ...
0
votes
0answers
63 views

Can a Value of an object filter be edited by apex code?

I have a Roll-up summary field on an object, it has a filter by year number. I want instead of manually change that number, create a batchable that i can execute to change this value. Is that possible?...
0
votes
0answers
120 views

Design Advise Needed for Lookup Roll Up Summary Without a Trigger

I have a custom object called Sales Leaders which contains a field called total AGP (Allocated Gross Profit). This needs to be the sum of all Sales Leader AGP values on the Opportunity. It's not ...
2
votes
1answer
77 views

Formula field on the Account Page

I'm looking to create a formula field on the Accounts Page. I'm not sure how to go about setting this up. It needs to calculate the Account's lead conversion rate for that Account, which would take in ...
1
vote
1answer
1k views

Having trouble with a roll-up summary field that is trying to use a formula(date) child field

What I want to happen: Each opportunity has a custom formula field, with a return type Date, called "CASL Implied Consent Expiry date". If the OPP is Stage=Closed LOST, the Expiry date will be the ...